Principles of Financial Planning Series: Proactive Planning for Healthcare Expenses
by Samantha Compton
Last month, in our discussion of a 3-Bucket approach to financial planning, we focused on the Growth Bucket. In review, the Growth Bucket plays a...
Exploring Generations Part 3: Budgeting, Saving, and Spending
By Naomi Livingston
Why does your Baby Boomer mother not want to discuss finances with you? Why is your Gen Z niece always following the latest social media...
Budgeting: Building and Exercising Your Financial Muscles
By Samantha Compton, SWSM Resident Financial Advisor
This month we’ll be building on the first Principle of Financial Planning that I introduced last month: Financial Security Comes From...
Principles of Financial Planning Series: Protect the Income, Grow the Rest
By Samantha Compton
This month, I’m introducing the last principle in this series, Financial Principle #5: Protect the Income, Grow the Rest. This principle will be most relevant...
How to Start Investing in the Stock Market When You Know Nothing
By Virginia Allen
Ever since I was a little girl, I have had a fascination with the stock market. Perhaps it came from my grandfather, who, as a...
Interview with Personal Finance and Investing Expert Jo Ann Skousen
The year 2022 officially brought recession, but don't worry, Smart Women Smart Money has your back. Check out our Q&A with the brilliant Jo Ann Skousen, mother...
Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap
By Samantha Compton
This month, we will complete our closer look at Financial Principle #5: Protect the Income, Grow the Rest. This is the final article in this...
Principles of Financial Planning Series: Don’t Let Your Portfolio take a H.I.T.
By Samantha Compton
Last month, we talked about a unique Three-Bucket Approach that I use to teach my clients to assess their investments and savings. This approach makes...
Staging Your Retirement Picture
By Maggie Murphy
Before taking a family photo, time is devoted to staging the event: Outfits, landscape, symmetry, etc. These same principles can be applied to staging your retirement...
5 Principals to Successful Investing in 2020……. and beyond!
"Studies show, decisions made with both a rational and emotional perspective give balanced and well-reasoned decisions."
By Dini Harris, Harris Financial Services
The economy, for better or worse, is...
